Financial Planner | Chicago, Illinois

Reference Number: HRJ7339
Location: Chicago, Illinois

Judson Group has partnered with a well-established, multi-generational family office in Chicago in the search for a Financial Planner. This individual will be supporting all aspects of financial management and associated implications of private equity deal transactions and related cash management activities. The ideal candidate will have experience handling financial transactions, detailed reporting, accounting and tax functions, and have a strong attention to detail and exceptional communication skills.

Responsibilities:

  • Manage client relationships and provide financial planning services to family office clients.
  • Lead client meetings by reviewing financial statements, cash flow projections, and investment plans.
  • Provide private equity investment updates on existing deals and recommend appropriate investment amounts for new deals.
  • Assist with tax planning and compliance.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Assist in the management and oversight of two family office analysts.
  • Collaboratively work with outside financial personnel including bankers, attorneys, and accountants.

Requirements:

  • BA/BS degree required; advanced degree preferred.
  • CFP required.
  • 5+ years of experience with an investment consulting/management firm, family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location:
Chicago, Illinois

Reference Number: HRJ7339

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